slide 1:

Financial Planning Strategies - Inheritance Tax and Savings Plans Planning for the future is vital and even after youre gone you may wish to leave a legacy of inheritance behind to benefit your loved ones. If you have capital or other assets inheritance tax planning is a vital part of your overall financial strategy which should be attended to as soon as possible. Dealing with the Complexity of Inheritance Tax Planning Inheritance tax planning is the only way to ensure that youre in control of where and to whom your assets go after your death. Its a tricky subject and emotive to boot - after all who wants to dwell in their own demise However without inheritance tax planning you could leave those closest to you in a vulnerable position. Upon losing a family member or loved one the last thing people want to do is to face legal struggles or a fight for what should be rightfully theirs. The more assets youve got the more complicated matters of inheritance can become - so getting good inheritance tax planning advice from a professional is essential. This can apply even more to expats living abroad as cross border estates can make inheritance even more complex still. An independent financial advisor can

slide 2:

help you to assess your situation get your plans in order and ensure that youve made your wishes clear. If youre a business owner inheritance tax planning becomes even more important - you may have business partners who have a stake in your company but you may also want to hand some control over to a trusted family member or friend who you feel can help to keep your business moving forward. Getting Results from Inheritance Tax Planning and Savings Plans Using a financial advisor is always the best way to ensure that your financial strategy is robust and able to meet your objectives. They can help advise you on a number of issues including finding the best savings plans for your needs education fees planning and many other wealth management issues. Finding the right savings plans can help you to amass a lump sum for any purpose. It may be that youre saving for your dream property or you want to help put your children through a university education and use your savings plans as part of your education fees planning. Alternatively you may just wish to get a little financial security behind you or build some funds to leave to your family. This demonstrates how different financial strategies can tie in together using one method to support another. It also highlights the need for good advice to ensure that all of your different approaches work well together and provide you with the best possible outcome. If you would like to know more about Best Savings Plan . Source: https://www.bajajallianzlife.com/savings-plans/savings-plans.jsp